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By default, the following fields are synchronized:
SalesForce.com field | LAC field |
---|---|
Account.Name | name |
Account.Phone | phone_number |
Account.Description | description |
Account.Fax | fax_number |
Account.BillingCity | city |
Account.BillingCountry | country |
Account.BillingState | state |
Account.BillingStreet | street |
Account.BillingPostalCode | zip_code |
Contact.FirstName | name |
Contact.LastName | name |
Contact.Email |
To synchronize additional SalesForce.com fields, add a custom tag to a Customer object in LAC. The custom tag must be in the format SF_full_custom_tag_database_name. For example, if you have a custom field named "Currency" in SalesForce.com, the custom tag would be named "SF_Currency__c."
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- Open the Salesforce Integration tab from the Administration page.
- Under the Configuration area, click the Enable checkbox.
- Enter your SalesForce.com username and password, using your SalesForce.com API security code for the password.
- From the Update Interval selection list, select the intervals to use for updating SalesForce.com synchronization data. Data will be automatically synchronized at each update interval to reflect changes since the last update.
- Click Save.
Note that the initial synchronization may take some time, depending on the amount of data you have in SalesForce.com. The status of the synchronization, including its successful completion and any problems, are logged in the History grid.
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